WisdomTree US High Dividend Fund
144 hedge funds and large institutions have $303M invested in WisdomTree US High Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 67 reducing their positions, and 15 closing their positions.
0.11% less ownership
Funds ownership: 42.23% → 42.13% (-0.11%)
2% less capital invested
Capital invested by funds: $309M → $303M (-$6.07M)
3% less funds holding
Funds holding: 148 → 144 (-4)
20% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 15
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
45% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Colony Group
Boston,
Massachusetts
|
+$1.87M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.26M |
| 3 |
STA
Summit Trail Advisors
New York
|
+$1.05M |
| 4 |
Jane Street
New York
|
+$706K |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$701K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
LVM Capital Management
Portage,
Michigan
|
-$1.35M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$1.25M |
| 3 |
Morgan Stanley
New York
|
-$1.05M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$957K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$903K |
DHS Hedge Fund Activity: Q3 2020 in Review
144 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q3 2020, worth a combined $303M — down 2% from $309M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of DHS and 12 opened new positions — a net loss of 3 holders — while 67 trimmed existing stakes and 37 added.
The largest buyer was Colony Group, adding an estimated $1.87M. The largest seller was LVM Capital Management, cutting an estimated $1.35M.
- 144 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q3 2020, down from 148 in Q2 2020.
- Funds reported $303M of WisdomTree US High Dividend Fund stock for Q3 2020, down 2% quarter-over-quarter.
- 12 funds opened new WisdomTree US High Dividend Fund positions in Q3 2020 and 15 closed out, a net change of -3 holders.
- The largest WisdomTree US High Dividend Fund buyer in Q3 2020 was Colony Group, an estimated $1.87M added.
- The largest WisdomTree US High Dividend Fund seller in Q3 2020 was LVM Capital Management, an estimated $1.35M sold.
Based on aggregated 13F filings for Q3 2020.